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Free course template · Global

Pipeline, forecasting and sales kpis: Managing activity and results

A ready-made course, live deck and two surveys for sales managers. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

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Pipeline, forecasting and sales kpis: Managing activity and results: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 11 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Pipeline, forecasting and sales kpis: Managing activity and results course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Pipeline, stages and conversion · 8 min

    Before you begin · An invented story · Stages and conversion

  • Lesson 2: Activity versus outcome metrics, forecasting and coverage · 8 min

    Two kinds of number · Coverage and forecast · Sort the metric

  • Lesson 3: CRM hygiene · 8 min

    What clean looks like · Why data goes bad · Fix it

  • Lesson 4: Win-loss analysis: grey areas in why deals are won and lost · 8 min

    Scenario · Scenario · Scenario

  • Lesson 5: Running the weekly pipeline review and where to ask · 5 min

    The 30-minute review · Who to ask

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

When a manager is promoted, before a new financial year or CRM change, quarterly for sales managers.

Sales managers, sales operations and team leads; run by L&D with sales operations.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Pipeline stage definitions link
  • Coverage target
  • Weekly review template link
  • Crm system
  • Sales playbook link
  • Sales enablement contact
  • Compliance contact
  • Escalation route
  • LMS or record system
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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